You can add an employee property that names a delegate to approve a workflow for the usual approver. The delegate can be a manager who reports to the same manager as the usual approver, or an employee who reports to the usual approver.
Important: For security reasons, access should be delegated from managers to other managers rather than from managers to employees.
When an employee submits a form that would normally go to the usual approver, the approval is routed to the delegated approver instead. The delegate also gets any relevant workflow notifications. You control the duration of this approval change by adding effective dates to the employee property.
To configure an approval delegate:
- Go to People, open the employee profile of the usual approver, and click Employment > Employee Properties.
- Click Add.
- In the Property drop-down list, select Workflow Approval Delegate (Employee Number).
- In the Effective Start the Effective To fields, select the dates that the delegation starts and ends.
- In the Value field, enter the employee number of the delegate who approves for the usual approver.
- Click Save.